Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKT (Rocket Companies, Inc.) | -31.66% | 6.09% | 18.93% | -5.31% | -1.73% | -1.15% | -0.87% | … | … |
Data as of 06/04/2026, Common starting date is 03/04/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKT (Rocket Companies, Inc.) | 03/04/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.13 | 6.09 | 18.93 | -5.31 | -1.73 | -1.15 | -0.87 | … | … | -31.66 | 72.38 | -23.34 | 106.86 | -46.18 | -27.56 | 19.86 |
| Sharpe Ratio | NA | 0.14 | 0.40 | -0.07 | -0.02 | NA | NA | … | … | -0.83 | 1.17 | -0.63 | 2.13 | -0.82 | -0.34 | -0.01 |
| Standard Deviation(%) | NA | 57.67 | 55.34 | 53.63 | 62.30 | NA | NA | … | … | 63.78 | 60.83 | 48.20 | 48.81 | 58.48 | 81.93 | 81.98 |
| Draw Down(%) | NA | 45.95 | 50.60 | 68.89 | 83.00 | NA | NA | … | … | 45.95 | 29.55 | 46.66 | 38.90 | 54.87 | 64.79 | 37.38 |
| Yield(%) | 0.00 | 0.00 | 3.21 | 1.83 | 1.56 | 1.04 | 0.78 | … | … | 0.00 | 7.37 | 0.00 | 0.00 | 6.86 | 5.55 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/04/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKT (Rocket Companies, Inc.) |
-25.52%
Aug 2020 – Aug 2023 |
-6.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKT (Rocket Companies, Inc.) |
47.98%
Sep 2022 – Sep 2025 |
2.97%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart